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Cordatus Wealth Management’s Sony SONY Stock Holding History

Cordatus Wealth Management’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-23,634
Closed -$605K – 188
2025
Q4 		$605K Sell
23,634
-1,117
-5% -$31.4K 0.14% 110
2025
Q3 		$713K Buy
24,751
+58
+0.2% +$1.56K 0.17% 93
2025
Q2 		$643K Sell
24,693
-599
-2% -$15K 0.16% 100
2025
Q1 		$642K Buy
25,292
+1,335
+6% +$30.8K 0.18% 91
2024
Q4 		$507K Buy
23,957
+132
+0.6% +$2.57K 0.13% 104
2024
Q3 		$460K Hold
23,825
– – 0.17% 89
2024
Q2 		$405K Buy
+23,825
New +$394K 0.15% 95
2023
Q3 		– Sell
-24,680
Closed -$444K – 135
2023
Q2 		$444K Buy
+24,680
New +$463K 0.17% 100
2021
Q1 		$723K Buy
34,100
+12,550
+58% +$265K 0.28% 118
2020
Q4 		$436K Buy
+21,550
New +$375K 0.18% 117

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cordatus Wealth Management's SONY Position: Q1 2026 in Review

Cordatus Wealth Management sold out of Sony (SONY) in Q1 2026, closing a stake of 23,634 shares — an estimated $605K sold.

Cordatus Wealth Management first reported a position in SONY in Q4 2020 and held it in 10 quarters. The position peaked at $723K in Q1 2021. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

  • Cordatus Wealth Management reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
  • Cordatus Wealth Management sold 23,634 Sony shares in Q1 2026, an estimated $605K.
  • Cordatus Wealth Management first reported a position in Sony in Q4 2020 and held it in 10 quarters.
  • Cordatus Wealth Management's Sony position peaked at $723K in Q1 2021.
  • 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.